+65.9%
LIN vs PSX
+308.4%
-242.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.0% |
| 7D | +0.2% | +6.4% | -6.2% | -0.6% |
| 30D | +6.2% | -10.2% | +16.4% | +7.6% |
| 3M | +9.3% | +17.2% | -7.8% | +6.6% |
| 6M | +4.4% | +51.8% | -47.4% | -2.2% |
| YTD | +23.7% | +108.0% | -84.3% | +9.6% |
| 1Y | +23.5% | +96.1% | -72.7% | +10.3% |
| 3Y | +35.8% | +155.9% | -120.1% | +12.9% |
| 5Y | +65.9% | +306.9% | -241.0% | +29.1% |
| All | +65.9% | +308.4% | -242.6% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling